When you are data processor
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      3. When you are data processor

      How to create customers in Privacy

      Manage your compliance effortlessly by adding your customers to Privacy under the "Companies" tab.

      1. Navigate to the "Companies" Tab in Privacy: Begin by accessing the "Companies" section within the Privacy platform.

        Companies tab

      2. Add a New Company: Click on "Create Company" to initiate the setup of a new company profile.

        2createcompany

      3. Enter Company Details: Fill in the required fields to add a company. It doesn't matter whether the entity is a supplier, a data processor, or your customer; the process remains the same.

      4. Specify Company Type: Before finalizing, select "Customer" from the "Type" dropdown menu to categorize the company appropriately.

        3customertype

      5. Complete the Creation Process: After specifying the company as a customer, it will be available for selection in scenarios where you are acting as a data processor, among other contexts. For further information, please click here.

      6. Upload Important Documents: In the "Documents" tab of the newly created customer profile, you have the option to upload essential documents, such as data processing agreements.

        4customerdocuments

      7. Register Contact Details: Finally, under the "Contact" tab, you can add details of your customer's contact person(s) for seamless communication.